CAPTRUST Financial Advisors
AVGO icon

CAPTRUST Financial Advisors’s Broadcom AVGO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.9K Buy
+200
New +$65.8K ﹤0.01% 2878

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CAPTRUST Financial Advisors's AVGO Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Broadcom (AVGO) stake by 32% in Q1 2026, buying an estimated $129M and bringing the position to 1,629,276 shares worth $504M. The position accounts for 0.88% of the portfolio, ranked #22.

CAPTRUST Financial Advisors first reported a position in AVGO in Q3 2017 and has held it in 35 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • CAPTRUST Financial Advisors held 1,629,276 shares of Broadcom worth $504M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 392,546 Broadcom shares in Q1 2026, an estimated $129M.
  • Broadcom made up 0.88% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • CAPTRUST Financial Advisors first reported a position in Broadcom in Q3 2017 and has held it in 35 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.